Lei Wang - AssetMark Financial Director

Insider

Lei Wang is Director of AssetMark Financial Holdings since 2020.
Age 48
Tenure 4 years
Phone925 521 2200
Webhttps://www.assetmark.com

AssetMark Financial Management Efficiency

The company has Return on Asset of 0.0815 % which means that on every $100 spent on assets, it made $0.0815 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1133 %, implying that it generated $0.1133 on every 100 dollars invested. AssetMark Financial's management efficiency ratios could be used to measure how well AssetMark Financial manages its routine affairs as well as how well it operates its assets and liabilities.
AssetMark Financial Holdings has 119.84 M in debt with debt to equity (D/E) ratio of 0.14, which may show that the company is not taking advantage of profits from borrowing. AssetMark Financial has a current ratio of 3.28, demonstrating that it is liquid and is capable to disburse its financial commitments when the payables are due. Note however, debt could still be an excellent tool for AssetMark to invest in growth at high rates of return.

Similar Executives

Showing other executives

INSIDER Age

Lorenzo FloresBlackrock Muni Intermediate
75
CPA CPABrookfield Business Corp
47
Brendan BradleyBrightsphere Investment Group
N/A
Ashton CFADWS Municipal Income
N/A
CPA BCommElysee Development Corp
62
Dolores DudiakFederated Investors B
65
W KesterBlackrock Muniyield
70
Nancy MaasbachAbrdn Emerging Markets
47
Stephen MeterFederated Investors B
49
Stayce HarrisMunivest Fund
62
G HoughFederated Premier Municipal
65
Christina WiaterBrightsphere Investment Group
42
John FisherFederated Premier Municipal
64
Sheila CadoganDWS Municipal Income
54
Stayce HarrisBlackrock Muniyield
62
Scott HoganDWS Municipal Income
50
Robert FairbairnBlackrock Floating Rate
56
MBA MBABrookfield Business Corp
60
J HollomanBlackrock Muniyield
66
Stephen MeterFederated Premier Municipal
45
Joseph BartolacciFederated Investors B
60
AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited. Assetmark Financial operates under Asset Management classification in the United States and is traded on New York Stock Exchange. It employs 874 people. AssetMark Financial Holdings (AMK) is traded on New York Stock Exchange in USA and employs 1,000 people.

Management Performance

AssetMark Financial Leadership Team

Elected by the shareholders, the AssetMark Financial's board of directors comprises two types of representatives: AssetMark Financial inside directors who are chosen from within the company, and outside directors, selected externally and held independent of AssetMark. The board's role is to monitor AssetMark Financial's management team and ensure that shareholders' interests are well served. AssetMark Financial's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, AssetMark Financial's outside directors are responsible for providing unbiased perspectives on the board's policies.
Yi Zhou, Director
CFA CFA, Chief Officer
Rohit Bhagat, Independent Director
Natalie Wolfsen, Executive Vice President Chief Solutions Officer
Patricia Guinn, Independent Director
Carrie CPA, COO VP
Ying Sun, Director
Ted JD, Executive Counsel
Lei Wang, Director
Michael CFA, Executive Development
Xiaoning Jiao, Chairman of the Board
Joseph Velli, Independent Director
Charles Goldman, President, Chief Executive Officer, Director
Tamara Bohlig, Chief Officer
Michael Kim, Executive Vice President Chief Client Officer
Bryan Lin, Director
Gary Zyla, Chief Financial Officer, Executive Vice President
Mukesh Mehta, Executive Vice President, Chief Information Officer
Carrie Hansen, Chief Operating Officer, Executive Vice President
Christian CFA, Chief Officer
Ted Angus, Executive Vice President General Counsel
Esi MintaJacobs, Executive Vice President Project Management and Human Resources
Taylor CFA, Head Relations
John Hahn, Senior Reporting
Jeremiah Chafkin, Executive Vice President Chief Investment Officer

AssetMark Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is AssetMark Financial a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population.
You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

Other Consideration for investing in AssetMark Stock

If you are still planning to invest in AssetMark Financial check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the AssetMark Financial's history and understand the potential risks before investing.
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Equity Valuation
Check real value of public entities based on technical and fundamental data
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Transaction History
View history of all your transactions and understand their impact on performance
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency